First Eagle and CRR partner to develop tools to help retirement savers; John Hancock Adds Regional VP for Taft-Hartley Practice; Ascensus acquires Chard Snyder for Health Division; and more.
PSCA Executive Director Jack Towarnicky outlines scenarios for which Roth accounts could be beneficial for defined contribution plan participants.
Data services supplied by Quovo will enable Empower to further provide participants with a comprehensive view of all their financial accounts from a variety of outside institutions.
The top three retirement risks Gen Xers are most concerned about are changes to Social Security, high health care costs and running out of money.
INSIDE THE MAGAZINE PLANSPONSOR February-March 2018
Plan participants who are part of the special needs community now have access to information that can help address the unique planning circumstances they may face when preparing for the future.
The central claim in the failed class action was that plaintiffs were forced to overpay significantly for advisory services; defendants successfully argued the plaintiff failed to state an actionable claim.
EBRI also found Millennials are leading the way in using innovative strategies employers are implementing to manage health coverage costs.
AlphaCore launches risk factor analytics tool, and Franklin Resources adds to fixed income team.
Curcio Webb serves as an independent intermediary helping plan sponsors select and monitor 3(38) advisers and outsourced chief investment officers; the matchmaker firm offers some insight about what makes for a good adviser-sponsor fit.
“We are excited to deliver a long overdue solution to the many plan sponsors seeking a prudent process for meeting their fiduciary duties related to a QPDA option,” says Kelli Hueler, founder and CEO of Hueler Income Solutions, LLC.
“We’ve designed a hybrid digital/human financial wellness service that supports users as they manage the twists and turns of their financial life journeys," says Lynn Pettus from Ernst & Young.
A district court has ruled that the complaint “does not sufficiently plead that the defendants were engaged in the conduct of an association-in-fact enterprise or that each defendant engaged in a pattern of racketeering activity.”
In the past 12 to 18 months, 56% of institutional investors have increased their exposure to focused strategies, defined as 50 or fewer holdings, a survey finds.
Rather than rely on a simple 4% withdrawal rule, the new BlackRock model seeks to sustain the consumption pattern once labor income ceases.